Parallax Volatility Advisers
DGRS icon

Parallax Volatility Advisers’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Parallax Volatility Advisers’s Portfolio DGRS Stock Details DGRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1
Closed – – 2480
2019
Q2 		$0 Hold
1
– – ﹤0.01% 2723
2019
Q1 		$0 Hold
1
– – ﹤0.01% 2933
2018
Q4 		$0 Hold
1
– – ﹤0.01% 3047
2018
Q3 		$0 Hold
1
– – ﹤0.01% 2708
2018
Q2 		$0 Hold
1
– – ﹤0.01% 2284
2018
Q1 		$0 Hold
1
– – ﹤0.01% 2594
2017
Q4 		$0 Hold
1
– – ﹤0.01% 4060
2017
Q3 		$0 Hold
1
– – ﹤0.01% 2249
2017
Q2 		$0 Hold
1
– – ﹤0.01% 2541
2017
Q1 		$0 Hold
1
– – ﹤0.01% 3690
2016
Q4 		$0 Hold
1
– – ﹤0.01% 3192
2016
Q3 		$0 Hold
1
– – ﹤0.01% 2998
2016
Q2 		$0 Hold
1
– – ﹤0.01% 2632
2016
Q1 		$0 Hold
1
– – ﹤0.01% 2667
2015
Q4 		$0 Hold
1
– – ﹤0.01% 2999
2015
Q3 		$0 Hold
1
– – ﹤0.01% 3037
2015
Q2 		$0 Hold
1
– – ﹤0.01% 3787
2015
Q1 		$0 Hold
1
– – ﹤0.01% 4516
2014
Q4 		$0 Buy
+1
New +$28 ﹤0.01% 5104

Other funds holding DGRS

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Parallax Volatility Advisers's DGRS Position: Q3 2019 in Review

Parallax Volatility Advisers sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q3 2019, closing a stake of 1 share.

Parallax Volatility Advisers first reported a position in DGRS in Q4 2014 and held it in 19 quarters. The position peaked at $0 in Q2 2019. 55 funds tracked by Wall St. Rank hold DGRS as of Q3 2019.

  • Parallax Volatility Advisers reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q3 2019 after selling out during the quarter.
  • Parallax Volatility Advisers sold 1 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund share in Q3 2019.
  • Parallax Volatility Advisers first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2014 and held it in 19 quarters.
  • Parallax Volatility Advisers's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $0 in Q2 2019.
  • 55 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q3 2019.

Based on Parallax Volatility Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.